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Business solutions lead - wealth management

Guildford
Qh4 Consulting
Wealth manager
Posted: 1 June
Offer description

Job Title: Business Solutions & Data Analyst – Wealth Management (Step-Up Opportunity)

Location: London (Hybrid – approx. 3 days in office)

Salary: £65,000 – £70,000 + Bonus + 10% Pension + Benefits


QH4 Consulting is hiring on behalf of a leading private wealth manager, looking for a high-potential Business Solutions & Data Analyst to join their growing Business and Data Solutions function.


This is a fantastic opportunity for someone in wealth management with strong systems and data experience who’s ready to step up into a broader, more strategic role. You’ll work closely with the Head of Business and Data Solutions, shaping how technology, data, and process improvements support front-office, dealing, operations, and client service teams.


Why this role?

* You’ll be the right hand to the Head of Business and Data Solutions
* The firm is agile, successful, and values work-life balance (hybrid working, no long-hours culture)
* You’ll help shape strategic change across portals, core systems, and data platforms
* Competitive total compensation: £70k base + bonus + 10% pension


The role includes:

* Supporting delivery of the firm’s business and data solutions roadmap
* Leading or contributing to projects including digital onboarding, client portals, and automation
* Working cross-functionally with stakeholders across projects, technology, and front office
* Driving data analytics improvements and reporting tools (e.g., PowerBI)
* Partnering with tech vendors and ensuring optimal use of business systems


We’re looking for someone with:

* 7+ years' experience in a data/business solutions role within a wealth management or private client environment
* Hands-on exposure to tools like XPLAN, Pulse/Symphony, BitaRisk, PowerBI, First Rate, PowerApps
* A proactive mindset and the ability to engage with technical and non-technical stakeholders
* Potential to grow into a future leadership role – you don’t need to be managing a team yet


Bonus points for:

* Experience with AI in financial services
* Prior mentoring or team leadership (not essential)


Interested?

If you’re ready to step into a broader, more strategic role in a respected private wealth firm – we’d be interested to speak with you.


Send a message or drop us a note at info@qh4consulting.com.

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